William Abraham, CRPC, LUTCF

Two simple but accurate idioms you must be very careful of when dealing with money are "you don't know what you don't know," or, even worse, "what you think that you know for sure but just isn't so."

When it comes to accumulating assets for retirement and converting them into retirement income, ignoring either one of these idioms can be very costly. I was shocked to see how much taxes must be paid when taking money from a qualified retirement plan. (Link # 4 in the website's Important Link section can give you a good idea of your potential future tax bill. For many of you, if you click on one link, this should be the one!)

Using a holistic approach to retirement income planning can save hundreds of thousands of dollars in lifetime taxes and increase the net income you will receive in retirement. It can also significantly protect your principal from market volatility and offer contractually guaranteed income streams for as long as you or your spouse live.

I know this sounds hard to believe but following a Macro versus a Micro approach when planning for retirement and implementing a few fundamental principles can make it happen. Fortunately, there is proprietary software to show you how this is possible in black and white.

 In closing, I want to thank you for visiting my site. I strongly urge you to check out the Important Link section on the lower left side of the home page. Links # 2 and # 4 are the must-click links. If you click on Website Tutorial, you will view a short video outlining the valuable information on this site and how to access it. The remaining links open short videos (mostly under three minutes) focusing on the products and strategies used for Macro financial planning. I'm confident you will find them eye-opening and worth the time it takes to view them.